Advisor at SAGE Private Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SAGE Private Wealth Group, LLC
Location
Colorado Springs, CO
Credentials
Series 65
Industry experience
5 years
Tiffany Austin is a financial advisor at SAGE Private Wealth Group, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at 56 Capital Partners, Ltd. and FleishmanHillard. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, and family office offerings. The firm employs a multi-advisor team approach and integrates services with affiliated tax and accounting practices to provide coordinated planning and reporting.
Based on SAGE Private Wealth Group, LLC
Based on SAGE Private Wealth Group, LLC
$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.10% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001 - $7,000,000: 0.85% annually $7,000,001 - $15,000,000: 0.78% annually $15,000,001 - $25,000,000: 0.68% annually $25,000,001 - $35,000,000: 0.58% annually $35,000,001 - $50,000,000: 0.50% annually $50,000,001 - $75,000,000: 0.45% annually $75,000,001 - $100,000,000: 0.40% annually Over $100,000,000+: Negotiable
Up to $800 per hour for family office services, negotiated per engagement.
Account minimum: $500,000
Colorado Springs, CO
Colorado
SAGE Private Wealth Group, LLC
2022 - Present (4 years)
56 Capital Partners, Ltd.
2020 - 2022 (2 years)
56 Capital Partners, Ltd.
2020 - 2020 (1 year)
FleishmanHillard
2016 - 2020 (4 years)
Southwestern Community College
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Colorado Springs, CO
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CFP®, Series 63, Series 65
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Series 63, Series 65, Series 66
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Cobalt Private Wealth LLC
ChFC®, Series 65
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Cornerstone Financial Planning
Series 65
Colorado Springs, CO
Sparks Capital Management
Series 65
Colorado Springs, CO
Prosper Financial
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